Wealth Management News & Updates
The Million Dollar TSP
Are you approaching or reached a million dollars in your employer retirement account? Congratulations! More than likely, your retirement goal is now funded. If the entire account is allocated to pretax retirement savings, it’s time to speak with an advisor to do some tax planning. There are several strategies that can be utilized to reduce the income taxes you will pay over your lifetime.
Ready To Live Your Best Life In 2025?
Why are we afraid to make changes in our lives that will enable us to do what we really want? Perhaps, we think we can put off doing something for the future. Or maybe we think there is no way to do it financially. Life is short and unpredictable. You are as good today mentally and physically as you will ever be, so make the most of it!
Is Your Business Thriving? Explore Beyond the 401(k) to Save on Taxes and Build Your Dream Retirement.
Consider looking beyond the 401(k). Our latest post explores the cash balance plan as a powerful tool to realize your retirement dream.
Overwhelmed by Retirement Plan Choices for Your Business?
Wondering which retirement plan works best for your business? Clear Insight can help business owners navigate retirement plan choices and save money on taxes.
OPM Announces Suspension of FLTCIP to Continue Through 2026
If you’ve been waiting for the Federal Long Term Care Insurance Program to re-open to new enrollees, it looks like you will have to wait two more years. The Office of Personnel Management (OPM) announced on November 13, 2024, that the program suspension will be extended through December 2026.
It’s Open Season: Active Duty, Guard and Reserves and Retiree TRICARE, FEDVIP, and other benefits updates are here!
From November 11 through December 10, you have a chance to choose the TRICARE plan, dental and vision coverage that best works for you and your family. There are several changes that service members and retirees should be aware of, not least of which are rate hikes across the plan.
2024 FEHB Open Enrollment Season: What Federal Employees Need to Know
The 2024 FEHB Open Enrollment Season is here. It is time to comb through the fine print because there are some big changes.
How Federal Employees Can Plan to Retire on Time
Federal employees, retiring on time is possible with the right plan in place. Read our insights to prepare for a smooth transition.
7 Key Components of Retirement Planning for Business Owners
Planning for retirement as a business owner is unique. Discover 7 essential components you need to pursue a solid financial future—and how we can help!
What Is Your Long-Term Care Plan?
Have you thought about your long-term care plan? Don’t wait until it’s too late—read our latest article to prepare for your future today.
See a Sample Financial Plan
Dreaming of financial freedom? Start by understanding the building blocks of a solid financial plan. This article reveals the inner components of a Clear Insight plan.
Dealing with Another Data Breach…
Well it looks like it has happened again.
In August 2024, a background check service, confirmed a significant data breach that exposed sensitive personal information, including millions of Social Security numbers. Let's take a look at what we need to do about it.
Check Out Our Favorite Books
Discover more about our team of financial advisors through this list of our favorite books. They cover finance, fiction, and more!
Case Studies: How We’ve Helped Our Clients (3 Stories)
We take pride in guiding our clients’ financial futures. Learn from recent success stories to discover strategies for your own goals.
5 Tax-Efficient Retirement Strategies
Ready to optimize your retirement savings? Discover 5 powerful tax-saving strategies to implement in retirement.
Strategic Financial Planning for Veterans, Federal Employees, and Military Personnel
Military and federal workers need a unique approach to financial planning. Learn strategies for taxes, investments, retirement, and more.
Understanding Military Continuation Pay: What Every Military Member Needs to Know
Find out from an experienced military financial planner and military spouse if military continuation pay is right for you.
Why We Started Our Firm
Looking for a military or government financial planner? Clear Insight Wealth Management can help! Check out why we started the firm.